Russian invasion of Ukraine | Fewer tweets, more discussion

Isn't Russia going to be doing some big military exercise in Belarus this summer? That should be a fun time.
 
Russia won't have any say in the matter. The entire point of sending them there is as a security guarantee for Ukraine's side of a deal with Russia, for which only the EU can provide security for. Article 5 wouldn't be a factor since these would be individual EU/UK nations in Ukraine, not the recipients of a Russian attack on NATO where article 5 would come into play. Putin will have no say in which countries provide Ukraine's security guarantee.
Russia has to agree to the conditions of the ceasefire, no? Otherwise they just continue fighting. And why wouldn’t they?

Since the US has basically pulled out of helping Ukraine and has piled all the political pressure (publicly too) on them, what is the incentive for Putin to climb down for his maximalist views? He will demand a disarmed Ukraine, no international troops, elections he can ideally influence and install a puppet government, as all the oblasts he claims as Russia (including territories not conquered yet) to be ceded to Russia. What then?
 
And so we reach the finale of Trump's plan. If the EU can't keep Ukraine going, they fold and sign themselves over to the US. It would be cool if the EU actually did something for once and pulled together to ramp up supply and, in turn, ramped up defence spending/production etc. which would give them more clout in the future anyway.
I don't think we're anywhere near the finale of Trump's plan myself, but sanctions relief for Russia proceeded by some sort of 'business' deal will be among the next steps. He has to manage Russian aid against the situation/protests at home though, wait until he's happy he's got full control of law enforcement before escalating too much. He's only just replaced the FBI leadership, it takes time to make sure you've got loyalists in all positions of power in the hierarchy across all agencies and departments. We are still very much in the early stages, he's still laying the ground work, though moving fast to give him (them) credit.

We can safely ignore all the noise around a Trumpian peace deal too, its tiresome, it was never going to happen and never will. Has their even been any sort of proposal put forward for one yet? I get lost under all the noise surrounding that post-war 'reconstruction/development/mining/mineral deal/heads of terms' thing that has nothing to do with weapons, assurances or peace.

Zelensky has to play the game of course because if there is a chance of one more weapons shipment or whatever, then it may save lives. We don't have to though.
 
Russia has to agree to the conditions of the ceasefire, no? Otherwise they just continue fighting. And why wouldn’t they?

Since the US has basically pulled out of helping Ukraine and has piled all the political pressure (publicly too) on them, what is the incentive for Putin to climb down for his maximalist views? He will demand a disarmed Ukraine, no international troops, elections he can ideally influence and install a puppet government, as all the oblasts he claims as Russia (including territories not conquered yet) to be ceded to Russia. What then?

They have to agree to the terms of the ceasefire, which for them means no land concessions and no Ukraine in NATO. They don't have any leverage to decide whether Ukraine makes a deal with individual countries to place peacekeepers on Ukrainian land to meet their security guarantee needs.
 
Latest on Russian airlines.

https://www.moscowtimes.ru/2025/03/05/inostrannim-samoletam-vrossii-ostalos-letat-odin-god-a157140 - this url tho?!

Each aircraft must undergo regular checks: the so-called C Check every 1.5-2 years and the more in-depth D Check once every 6-12 years. However, these procedures are impossible without the direct participation of manufacturers, who no longer cooperate with Russian companies.

“2025 will legally be the last year of flights for most” aircraft in the fleet of Russian companies, says an aviation security expert who wished to remain anonymous due to the sensitivity of the topic. According to him, the problem of lack of spare parts will affect even the Superjets, in which all critical components — engines, avionics, electrical equipment, landing gear and fuel systems — are of Western manufacture.


Their project to replace the domestic fleet in a joint venture with China got cancelled a couple months ago btw.
 
Latest on the mythical, never going to happen, "Russian economy is totally and utterly f*cked" stories.

Here's their published result for 2024.
Rus-Bud-2024.png
That 3.4 trillion rouble deficit is what almost wiped out the national wealth fund.

Here's the result for January...
rusbud-jan25.png

Most expenses are incurred at the end of the year as well as that's when most things are paid up. This is likely a carry over from December, its already blown their total 2025 estimate of a 1.1 trillion deficit out of the water though before they've even started, which was always a fantasy. This is best case also seeing as its the numbers they are showing us. There are updates since the January result that makes things look even worse, but I don't understanded if its including everything so wait and see.

Oh and the oil price is crashing.

Thank the lord they have such strong PPP, or they would be in trouble.
 
Latest on Russian airlines.

https://www.moscowtimes.ru/2025/03/05/inostrannim-samoletam-vrossii-ostalos-letat-odin-god-a157140 - this url tho?!

Each aircraft must undergo regular checks: the so-called C Check every 1.5-2 years and the more in-depth D Check once every 6-12 years. However, these procedures are impossible without the direct participation of manufacturers, who no longer cooperate with Russian companies.

“2025 will legally be the last year of flights for most” aircraft in the fleet of Russian companies, says an aviation security expert who wished to remain anonymous due to the sensitivity of the topic. According to him, the problem of lack of spare parts will affect even the Superjets, in which all critical components — engines, avionics, electrical equipment, landing gear and fuel systems — are of Western manufacture.


Their project to replace the domestic fleet in a joint venture with China got cancelled a couple months ago btw.
Latest on the mythical, never going to happen, "Russian economy is totally and utterly f*cked" stories.

Here's their published result for 2024.
Rus-Bud-2024.png
That 3.4 trillion rouble deficit is what almost wiped out the national wealth fund.

Here's the result for January...
rusbud-jan25.png

Most expenses are incurred at the end of the year as well as that's when most things are paid up. This is likely a carry over from December, its already blown their total 2025 estimate of a 1.1 trillion deficit out of the water though before they've even started, which was always a fantasy. This is best case also seeing as its the numbers they are showing us. There are updates since the January result that makes things look even worse, but I don't understanded if its including everything so wait and see.

Oh and the oil price is crashing.

Thank the lord they have such strong PPP, or they would be in trouble.
Many people, mainly from the countries that never faced extreme corruption, severely underestimate how much corruption and nepotism can destroy a country. Half of the economy of Russia is effectively stolen
 
Macron appears to be pushing for French peacekeepers in Ukraine.



Trump has dragged Ukraine to the table on pain of losing the war and what seems like the USA forcing the capitulation of a democratic state to an authoritarian dictator.

If this is the MAGA plan then it will happen and the fallout will be the end of US leadership of the western democracies. It might take some time to coalesce but it will happen.

The cope thinking here (and I don't give it much of a chance of being right) is that Putin is now negotiating with Trump who has proved he can deliver Ukraine and so will never be a better position to end the war. Whatever demands Trump makes on Putin will have to be met because he can turn the war back on if not.

I'm not convinced this is anything but a sell out though.

Europe doesn't pay enough, spending jumps. No US troops, France and UK say they will put troops in, Cost of supplying Ukraine, Europe will pay.

It doesn't seem to me the reasons given are true any more than Fentanyl is the reason for tariffs on the Canadian border.
 
Macron appears to be pushing for French peacekeepers in Ukraine.


Macron, to his credit, saw was coming a long time ago. He has been talking about a strong Europe for years. A year ago he even floated the idea of sending troops to Ukraine (or at least didn’t rule it out).
 
Many people, mainly from the countries that never faced extreme corruption, severely underestimate how much corruption and nepotism can destroy a country. Half of the economy of Russia is effectively stolen

Other than Russians, Europeans most familiar with corruption would be Ukrainians. The two countries score pretty similarly on most indexes.

If you're counting on corruption to save Ukraine, then it's a close race to the bottom.
 
The entire point is that Russia won't have a say in other countries sending peacekeepers there. They would be sent there under the scope of a ceasefire for which the foreign troops would provide Ukraine's security guarantee. The US and Russia would be shut out of that discussion, unless Trump improbably decides US troops can also participate in the peacekeeping. The EU has more power than the US at this point, since that's where the political will and military capabilities are, as well as the 300b in frozen Russian assets. There are some weapons and spare parts the US provides that the Ukrainians would lose, but Europe has more than enough to keep this going for years if Putin doesn't make some major concessions.
I wonder if there is any leverage for the EU in those frozen Russian assets. To me, that sounds like a lot of money. Can there be a point where the EU would say 'either you work with us and you get the money back; or you don't and we spend it on our military'? And if the EU goes there, would Russia care?
 
I wonder if there is any leverage for the EU in those frozen Russian assets. To me, that sounds like a lot of money. Can there be a point where the EU would say 'either you work with us and you get the money back; or you don't and we spend it on our military'? And if the EU goes there, would Russia care?

The EU is already starting to use interest accrued from the Russian money to fund Ukraine. They should probably continue using the interest until that runs out, then use the actual money itself.
 
Other than Russians, Europeans most familiar with corruption would be Ukrainians. The two countries score pretty similarly on most indexes.

If you're counting on corruption to save Ukraine, then it's a close race to the bottom.
Poland in the 90s started from an extremely similar position too. When there is anything resembling a consensus and a political will, there can be an insane amount of stuff done in fight with corruption even within a decade.
 
Latest on the mythical, never going to happen, "Russian economy is totally and utterly f*cked" stories.

Here's their published result for 2024.
Rus-Bud-2024.png
That 3.4 trillion rouble deficit is what almost wiped out the national wealth fund.

Here's the result for January...
rusbud-jan25.png

Most expenses are incurred at the end of the year as well as that's when most things are paid up. This is likely a carry over from December, its already blown their total 2025 estimate of a 1.1 trillion deficit out of the water though before they've even started, which was always a fantasy. This is best case also seeing as its the numbers they are showing us. There are updates since the January result that makes things look even worse, but I don't understanded if its including everything so wait and see.

Oh and the oil price is crashing.

Thank the lord they have such strong PPP, or they would be in trouble.

Thank you for the data

Isn't 1.7% deficit relatively low? isn't in the Maastricht agreements that the EU countries can't surpass 3%?


Or is there something that I am not seeing?

At the same time, officially (but who knows how reliable they are), russia has one of the lowest debt -GDP ratio in the world by far at less than 20%, so surely can go with a relatively low deficit?

If we compare the 2024 deficit of Russia at 1.7% and debt 20% with the EU


We can see that in 2024, only Cyprus, Greece, Ireland and Portugal where lower. Improving the comparisons from 2023, so Russia comparably improved with the EU form 2023 to 2024. and only Estonia and Louxemburg, relatively small countries, comes close to the 20% russia debt, while third lowest doubles it and the biggest economies in the EU have Italy 140, France 110, Spain 106 and Germany 65

I don't think that the deficit and debt is a good argument to assess the collapse of the Russian economy in the short term, because if not, the EU would collapse first

Again, there are indicators that the Russian economy is not healthy and too dependable of oil and gas prices, as you well mentioned. But in the short term, Russia economy will keep going